CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62B	Buy	2,353,485 +56,271	+2%	+$37.5M	21.25%	1
2026 Q1	$1.37B	Buy	2,297,214 +200,839	+10%	+$126M	20.1%	1
2025 Q4	$1.31B	Buy	2,096,375 +77,010	+4%	+$47.9M	19.87%	1
2025 Q3	$1.24B	Buy	2,019,365 +33,801	+2%	+$19.9M	19.52%	1
2025 Q2	$1.13B	Buy	1,985,564 +169,262	+9%	+$89M	18.92%	1
2025 Q1	$933M	Buy	1,816,302 +244,811	+16%	+$132M	17.41%	1
2024 Q4	$847M	Buy	+1,571,491	New	+$851M	16.41%	1
2024 Q3	–	Sell	-1,447,231	Closed	-$724M	–	196
2024 Q2	$724M	Buy	1,447,231 +76,151	+6%	+$36.6M	15.52%	1
2024 Q1	$659M	Buy	1,371,080 +221,382	+19%	+$101M	15%	1
2023 Q4	$502M	Buy	1,149,698 +48,010	+4%	+$19.7M	12.49%	1
2023 Q3	$433M	Buy	1,101,688 +85,695	+8%	+$35M	12.11%	1
2023 Q2	$414M	Sell	1,015,993 -7,039	-0.7%	-$2.72M	11.6%	1
2023 Q1	$385M	Buy	1,023,032 +159,013	+18%	+$58.3M	11.35%	1
2022 Q4	$304M	Buy	+864,019	New	+$305M	11.29%	1
2022 Q3	–	Sell	-722,135	Closed	-$250M	–	170
2022 Q2	$250M	Buy	722,135 +16,549	+2%	+$6.23M	10.41%	1
2022 Q1	$293M	Buy	705,586 +403,893	+134%	+$165M	10.46%	1
2021 Q4	$132M	Buy	301,693 +2,314	+0.8%	+$977K	4.8%	5
2021 Q3	$118M	Buy	299,379 +13,651	+5%	+$5.54M	4.63%	5
2021 Q2	$112M	Buy	285,728 +19,932	+7%	+$7.65M	4.61%	6
2021 Q1	$96.8M	Buy	265,796 +8,817	+3%	+$3.13M	4.58%	7
2020 Q4	$88.3M	Buy	256,979 +33,384	+15%	+$10.9M	4.33%	7
2020 Q3	$68.8M	Sell	223,595 -20,212	-8%	-$6.16M	3.88%	7
2020 Q2	$69.1M	Buy	+243,807	New	+$65.6M	4.21%	7
2019 Q4	$3.38M	Sell	11,439 -592	-5%	-$167K	0.27%	52
2019 Q3	$3.28M	Buy	+12,031	New	+$3.27M	0.29%	53
2016 Q4	–	Sell	-10,144	Closed	-$2.02M	–	136
2016 Q3	$2.02M	Buy	+10,144	New	+$2.01M	0.25%	55
2015 Q3	–	Sell	-9,722	Closed	-$1.84M	–	163
2015 Q2	$1.84M	Buy	+9,722	New	+$1.87M	0.37%	40
2013 Q4	–	Sell	-5,897	Closed	-$908K	–	84
2013 Q3	$908K	Buy	+5,897	New	+$905K	0.25%	60

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VOO Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, buying an estimated $37.5M and bringing the position to 2,353,485 shares worth $1.62B. The position accounts for 21.25% of the portfolio, ranked #1.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VOO in Q3 2013 and has held it in 28 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 2,353,485 shares of Vanguard S&P 500 ETF worth $1.62B as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 56,271 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $37.5M.
Vanguard S&P 500 ETF made up 21.25% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #1 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2013 and has held it in 28 quarters since.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.